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Act-On Software

Act-On Anywhere for Outlook - Getting Started

 

Follow these steps to install Act-On Anywhere for Outlook. If you encounter issues with the plugin, it is highly recommended to uninstall and install again.

See other articles for general usage information and troubleshooting.

Minimum System Requirements

A standalone installation of Microsoft Office 2010 or above for Windows 7 or above.

Act-On Anywhere for Outlook is not compatible with the Outlook app available from the Windows/Microsoft Store; Outlook for Mac; or any version installed using ‘Click-to-Run’ instead of a standard MSI installation (for steps to identify your version, see this page).

Marketing Users

  1. Navigate to Settings > Connectors > Outlook
  2. Click the download link to download the .exe file

Sales Users

  1. Navigate to Resources > Outlook Plugin
  2. Click the download link to download the .exe file
  3. Downloaded and run the .exe file
  4. Open Microsoft Outlook
  5. Click Act-On Anywhere > Manage Account
  6. Click + Account to add a new account
  7. Enter your Act-On login email and password, click Save
  8. Click on the Account Email name to activate the account.
  1. Click the + Account button and enter your Act-On account user credentials
  2. Click Save
  3. Once your account is authenticated, you will see your name appear under Account Email

Delete an Account

  1. Click the X under Delete to remove your account
  2. Click OK to confirm

Uninstall

If the plugin is not loading or not functioning as expected, the best way to resolve is to uninstall it and then re-install.

  1. Go to Add or remove programs in your computer's settings
  2. Locate the two Act-On applications - one is the plugin itself, the other the installer
    outlookuninstall.PNG
    Very important: Make sure to uninstall the programs in the correct order.
  3. Uninstall the plugin first
  4. Uninstall the installer second

Once this is done, go through the installation steps above.

See this page for help resolving errors

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